Company description
rise wealth management is an international advisory firm focused on helping investors protect, grow, and globalize their wealth through sophisticated financial strategies and access to world-class international financial solutions.
this is a commission-based role designed for individuals who want to build a high-income career by advising clients on sophisticated international financial solutions.
advisors will have access to a portfolio of global investment, wealth protection, and private banking solutionsdesigned for high-net-worth and internationally minded clients. This role offers the opportunity to build a personal book of business while helping clients protect, grow, and internationalize their wealth.
key responsibilities
develop and maintain long-term relationships with clients seeking international wealth management solutions.
identify client needs related to investment planning, wealth protection, and asset diversification.
present and advise on international financial products including investment plans, insurance-based solutions, and private banking services.
build and manage a pipeline of qualified prospects through networking, referrals, and professional partnerships.
provide ongoing advisory support and portfolio reviews to clients.
maintain compliance with regulatory and company guidelines.
collaborate with the rise wealth management team and international partners to structure tailored solutions for clients.
qualifications
experience in financial services, insurance, banking, or investment advisory preferred.
strong networking and relationship-building skills.
entrepreneurial mindset with the ability to work independently.
excellent communication and presentation skills.
interest in international finance, wealth management, and global investment strategies.
professional fluency in spanish; english is a plus.
compensation
100% commission-based structure with highly competitive payouts.
access to recurring income through long-term advisory and asset-based compensation structures.
attractive commissions and growth opportunities based on performance.
no income ceiling — advisors control their earning potential.
what we offer
access to international investment platforms and global financial institutions.
competitive commission structure and career development path.
professional training and ongoing mentorship.
flexible schedule and location independence.
opportunity to build a long-term advisory practice in the international wealth management space.
about investors trust
investors trust, the global brand of the ita group, is an international organization providing access to global markets through diverse unit-linked insurance products. The group operates globally with a network of insurance companies and subsidiaries located in various jurisdictions. Investors trust assurance spc, a key entity of the group, is headquartered in the cayman islands, licensed by its regulatory authority, and holds an \"a-\" rating by am best. Additionally, ita group operates through ita international insurer in puerto rico and ita asia limited in malaysia, regulated under their respective jurisdictional authorities.